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iShares Russell 1000 Value Index shares owned by Summit Financial

Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Summit Financial from 13F filings

Historical chart of Summit Financial investment in iShares Russell 1000 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 1000 Value Index held by Summit Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 1000 Value Index by Summit Financial

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.8M 11k 165.25
2023-09-30 $1.7M 11k 151.82
2023-06-30 $2.0M 12k 157.83
2023-03-31 $1.8M 12k 152.26
2022-12-31 $1.8M 12k 151.69
2022-09-30 $2.0M 15k 136.00
2022-06-30 $2.1M 14k 145.01
2022-03-31 $1.9M 12k 166.00
2021-12-31 $1.5M 9.2k 167.89
2021-09-30 $806k 5.2k 156.45
2021-06-30 $781k 4.9k 158.50
2021-03-31 $371k 2.5k 151.43